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IBMN

iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN

Delisted

IBMN was delisted on the 1st of December, 2025.

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134 hedge funds and large institutions have $366M invested in iShares iBonds Dec 2025 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 30

12% more capital invested

Capital invested by funds: $327M → $366M (+$38.9M)

7% more funds holding

Funds holding: 125 → 134 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.51% less ownership

Funds ownership: 86.23% → 84.72% (-1.5%)

Holders
134
Holders Change
+9
Holders Change %
+7.2%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
70
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.18M
2
Stifel Financial
Stifel Financial
Missouri
+$2.76M
3
Wells Fargo
Wells Fargo
California
+$2.41M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.37M
5
Bank of America
Bank of America
North Carolina
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
-$1.77M
2
WWM
WJ Wealth Management
Arizona
-$1.19M
3
UBS Group
UBS Group
Switzerland
-$1.14M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$902K
5
FTUS
Flow Traders U.S.
New York
-$873K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
101
Cora Capital Advisors
New Jersey
$318K +$316K +11,950 New
PAG
102
Private Advisor Group
New Jersey
$304K -$1.96K -74 -0.6%
SWA
103
Stratos Wealth Advisors
Ohio
$289K +$79.9K +3,020 +38%
ANTB
104
AMG National Trust Bank
Colorado
$286K – – –
ADL
105
Asset Dedication LLC
California
$284K +$22.9K +865 +9%
MA
106
Mutual Advisors
Nebraska
$273K -$450 -17 -0.2%
NC
107
NovaPoint Capital
Georgia
$266K – – –
AF
108
Arrow Financial
New York
$260K +$11.9K +450 +5%
ASN
109
Advisory Services Network
Georgia
$256K +$371 +14 +0.1%
HS
110
Horan Securities
United States
$254K +$117K +4,435 +87%
ST
111
Spinnaker Trust
Maine
$241K -$47.7K -1,800 -17%
CG
112
Colony Group
Massachusetts
$239K -$13.2K -500 -5%
CCM
113
Coldstream Capital Management
Washington
$226K +$225K +8,504 New
GAM
114
Gould Asset Management
California
$217K -$171K -6,460 -44%
VCM
115
Vigilant Capital Management
Maine
$217K +$1.06K +40 +0.5%
OMC
116
Old Mission Capital
Illinois
$217K -$149K -5,617 -41%
PTC
117
Private Trust Company
Ohio
$206K -$1.27K -48 -0.6%
SRC
118
Shufro Rose & Co
New York
$201K +$200K +7,568 New
MA
119
MONECO Advisors
Connecticut
$200K +$199K +7,518 New
PA
120
Parallel Advisors
California
$146K +$146K +5,500 New
CFGS
121
Concourse Financial Group Securities
Alabama
$141K +$4.58K +173 +3%
PGAM
122
Princeton Global Asset Management
New Jersey
$102K – – –
CSPAM
123
Cary Street Partners Asset Management
Virginia
$94.1K – – –
HIA
124
Harbor Investment Advisory
Maryland
$87.5K – – –
HI
125
Harbour Investments
Wisconsin
$60.2K +$318 +12 +0.5%
2 3 4
5
6

IBMN Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) for Q1 2023, worth a combined $366M — up 12% from $327M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBMN positions and 7 closed out — a net gain of 12 holders — while 70 added to existing stakes and 30 trimmed.

The largest buyer was Jane Street, adding an estimated $5.18M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $1.77M.

  • 134 institutional investors held iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) as of Q1 2023, up from 125 in Q4 2022.
  • Funds reported $366M of iShares iBonds Dec 2025 Term Muni Bond ETF stock for Q1 2023, up 12% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2025 Term Muni Bond ETF positions in Q1 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF buyer in Q1 2023 was Jane Street, an estimated $5.18M added.
  • The largest iShares iBonds Dec 2025 Term Muni Bond ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2023.